Dimensional US Marketwide Value ETF $DFUV is McLean Asset Management Corp’s 5th Largest Position

McLean Asset Management Corp reduced its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 2.1% in the 1st quarter, Holdings Channel reports. The institutional investor owned 614,532 shares of the company’s stock after selling 13,179 shares during the quarter. Dimensional US Marketwide Value ETF accounts for about 5.2% of McLean Asset Management Corp’s investment portfolio, making the stock its 5th biggest holding. McLean Asset Management Corp’s holdings in Dimensional US Marketwide Value ETF were worth $29,780,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Clune & Associates LTD. increased its holdings in shares of Dimensional US Marketwide Value ETF by 18.5% in the 4th quarter. Clune & Associates LTD. now owns 540,018 shares of the company’s stock valued at $25,159,000 after purchasing an additional 84,348 shares in the last quarter. Capital Investment Advisory Services LLC grew its position in Dimensional US Marketwide Value ETF by 86.5% during the fourth quarter. Capital Investment Advisory Services LLC now owns 53,267 shares of the company’s stock worth $2,482,000 after buying an additional 24,708 shares during the period. Diversify Advisory Services LLC acquired a new position in Dimensional US Marketwide Value ETF during the fourth quarter worth about $1,218,000. Disciplined Equity Management Inc. increased its holdings in Dimensional US Marketwide Value ETF by 3.8% in the fourth quarter. Disciplined Equity Management Inc. now owns 802,309 shares of the company’s stock valued at $37,380,000 after buying an additional 29,547 shares in the last quarter. Finally, Frankly Finances LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF during the 4th quarter valued at approximately $2,413,000.

Dimensional US Marketwide Value ETF Price Performance

Shares of NYSEARCA:DFUV opened at $55.06 on Monday. The firm has a market capitalization of $15.32 billion, a price-to-earnings ratio of 15.88 and a beta of 0.90. The business’s 50 day simple moving average is $53.07 and its 200-day simple moving average is $50.22. Dimensional US Marketwide Value ETF has a 12 month low of $41.62 and a 12 month high of $55.65.

About Dimensional US Marketwide Value ETF

The Dimensional US Marketwide Value ETF (DFUV) is an exchange-traded fund that is based on the Russell 3000 Value index. The fund is an actively managed portfolio of US stocks, selected for having value characteristics. The fund seeks to provide long-term capital appreciation. DFUV was launched on Dec 16, 1998 and is managed by Dimensional.